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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Donald Wennerstrom who wrote (50915)1/21/2011 8:55:12 PM
From: robert b furman   of 95530
 
Hi Don,
Admittedly it has been good.

Admittedly we've not been exuberant.

Like I say,BUY THE DIP.

I hope it happens.

When it is all said and done,debt free companies making bottomline profits and growing at plus 20% growth rate SHOULD NOT BE SELLING AT SUB 1.5 PRICE SALES OR UNDER .5 peg.

Sooner or later you hold your nose ,close your eyes,and buy/enjoy the value.

JMHO

That's my read,I can't prove it and I AM STICKING TO IT !!

My bet is it will make us all very rich.

Thanks for all you do !!

Bob
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